See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,682 | $190,805-91.3% | $159,960-89.6% | $134,475-87.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.50% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $6,009 | $4,995+20.3% | $4,226+42.2% | $4,740+26.8% |
| Participant deferral / active EE | $5,924 | $6,923-14.4% | $6,182-4.2% | $6,400-7.4% |
| Admin fee / account holder | $1,039 | $10,471-90.1% | $8,698-88.1% | $11,426-90.9% |